INVESTMENT SERVICES at each phase of your Life

20s & 30s | AIM TO START EARLY, AND INVEST IN YOUR DREAMS. GRIND NOW. SHINE LATER. |
---|---|
Financial Planning |
Cash flow planning to know the role of regular savings to achieve your dreams & life goals |
Tax Planning |
Basic income tax planning starategies |
Goal Planning |
Near term planning for higher education, marriage, first car, owned house |
Investment Planning |
Initiating investment journey through equity SIPs |
Insurance Planning |
Adequate term insurance and health insurance |
Portfolio Planning |
Pragmatic and long term approach to wealth creation with mutual funds |
Milestone planning |
Long term wealth creation strategies |
Estate Planning |
Ensuring proper nominations in place |

40s | AIM TO BECOME SO FINANCIALLY SECURE THAT YOU FORGET IT’S PAY DAY. |
---|---|
Financial Planning | Cash flow assessment to increase contribution to Investments |
Tax Planning | Advanced Income tax planning starategies |
Goal Planning | Strategies for building/buying dream home and Children's higher education |
Investment Planning | High performance equity portfolio with some element of debt |
Insurance Planning | Insurance review for entire family and childern |
Portfolio Planning | Structured approach to wealth accumulation with mutual funds as well as other products. |
Milestone planning | Strategies for second source of Income and planned retirement |
Estate Planning | Understanding wills and trusts |

50s | RETIREMENT IS A JOURNEY, NOT A DESTINATION. SO, PLAN IT WELL. |
---|---|
Financial Planning | Cash flow assessment to cut all unplanned expenses and increase maximum savings |
Tax Planning | Overall tax planning strategies |
Goal Planning | Allocation for children's marriage |
Investment Planning | Debt- equity management |
Insurance Planning | Reviewing coverage and beneficiaries |
Portfolio Planning | Transition to retirement strategies |
Milestone planning | Enough retirement corpus for golden years |
Estate Planning | Getting wills and trusts made |

60s | A TIME TO ENJOY ALL THE THINGS YOU NEVER HAD TIME TO DO WHEN YOU WORKED. |
---|---|
Financial Planning | Cost of living review along with annual earnings and portfolio returns |
Tax Planning | Long-term capital gains, wealth-tax, proprerty-tax strategies |
Goal Planning | Allocation for children's marriage and gifting |
Investment Planning | Debt oriented portfolio management |
Insurance Planning | Reviewing coverage and beneficiaries |
Portfolio Planning | Wealth protection strategies |
Milestone planning | Strategies for splendid golden years post retirement |
Estate Planning | Complete estate planning |

70s & 80s | IT’S NOT THE YEARS IN YOUR LIFE THAT COUNTS, IT’S THE LIFE IN YOUR YEARS. |
---|---|
Financial Planning | Review of investment portfolio level returns |
Tax Planning | Capital gains and wealth tax strategies |
Goal Planning | Allocation for Philanthrophy |
Investment Planning | Asset allocation for next generation |
Insurance Planning | Review of all beneficiaries and paper work |
Portfolio Planning | Consolidation of all assets in open ended investments |
Milestone planning | Wealth creation strategies for next generation along with enough liquidity for splendid times |
Estate Planning | Reviewing and updating wills |
WHY you need us

TWELVE INVESTMENT
BEHAVIORAL BIASES
It is unusual for investors to perceive on their own, a constant tug of war between their cognitive thinking and emotional response. Often, the emotional response wins because of an inherent human behavioral bias. It is important to ensure that cognitive thinking is not suppressed by emotional response especially for investments-related financial matters as investment assets grow only with right decisions and discipline.
READ MORE

FOUR UNETHICAL
PRACTICES
There are no financial products that can guarantee performance and/or returns but industry emphasizes on these aspects more than what client needs, as the approach is to sell (or mis-sell ) and not advise.
READ MORE

FIVE PORTFOLIO
DISORDERS
Investor’s behavioral biases and industry’s unethical practices lead to portfolio disorders. These disorders lead to creation of sub-optimal portfolio. This in turn limits the portfolio's performance. Investor does'nt realize the impact in the short term, but in the long term, this leads to investor dissonance when investor understands the massive difference between the wealth created by his/her portfolio and what could have been created, had portfolio been an optimal. This is what differentiates wealthy and prosperous investors from intelligent investors. Your portfolio is also victim to one or all of these portfolio disorders and these are the reasons for its under-performance.
READ MORE

HEWEPRO Capital
When it comes to investment related money matters, the human mind becomes fearful and worrisome on one hand, greedy and over-confident on the other hand. The industry and your advisor often exploit this oscillation of human mind and sell you one product after another in line with your changing state of mind. This results in your portfolio adding riskier investments when markets are expensive and risk-averse investments when equity markets are under-valued. HEWEPRO Capital brings in the power of responsiveness, analytical approach, competent techniques and investment services philosophy is based on these principles and five values . We ensure that our clients take right decisions with right discipline
READ MORE
WHAT makes us different
YOU AND HEWEPRO Capital
We believe that great returns are generated when right investments are made and not just the right purchases. So, we are driven by a core motive of assisting you in taking the right investment decisions. This makes us focus specifically on 'You', and Operate in such a transparent manner that unbiased investment service takes the front seat; while selling of product(s) takes a back seat...
MESSAGE FOR YOU
MESSAGE FOR YOU
Hello,
It is easy to socialize and sell which is what most advisors do. It is equally difficult to maintain insight and integrity which is what we strive for.
HEWEPRO Capital.